Wealthbox CRM Features

Automates some or all operation related tasks This feature was mentioned in 50 Wealthbox CRM reviews.

Provides useful pre-defined data connections to important external systems and applications. This feature was mentioned in 47 Wealthbox CRM reviews.

As reported in 59 Wealthbox CRM reviews. Has a centralized dashboard for users to interact with

Based on 50 Wealthbox CRM reviews. Provides a cloud based version of the platform

As reported in 53 Wealthbox CRM reviews. Is accessible from a mobile device and by users on the go.

As reported in 38 Wealthbox CRM reviews. Contains in-application messaging abilities

Provides analytics tools that reveal important business metrics and track progress. 51 reviewers of Wealthbox CRM have provided feedback on this feature.

Provides sales forecasting and modeling capabilities based on historical data. 32 reviewers of Wealthbox CRM have provided feedback on this feature.

Contains customer request handling functionality and issue tracking. This feature was mentioned in 48 Wealthbox CRM reviews.

Based on 47 Wealthbox CRM reviews. A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more.

As reported in 50 Wealthbox CRM reviews. An information repository for customers to get self-service answers to their questions.

As reported in 35 Wealthbox CRM reviews. Allows users to conduct analysis on support activities.

Provides email marketing campaign management functionality. 30 reviewers of Wealthbox CRM have provided feedback on this feature.

Based on 43 Wealthbox CRM reviews. Contains lead tracking and management capabilities.

As reported in 30 Wealthbox CRM reviews. Contains analysis tools to provide insights on marketing campaign effectiveness.

As reported in 50 Wealthbox CRM reviews. Manages sales pipelines from prospecting to close.

Based on 52 Wealthbox CRM reviews. Manages sales force tasks, assigning tasks and distributing work.

Contains a product catalogue and price list for salespeople to pull from. 23 reviewers of Wealthbox CRM have provided feedback on this feature.

Based on 21 Wealthbox CRM reviews. Provides custom quote creation functionality.

As reported in 25 Wealthbox CRM reviews. Manages the entire contract process, from creation and negotiation to signing.

Makes informed choices based on available data and objectives